AdvisorToClient

Email Your Clients: Investing Outside Canada

Client Email Client Email

[Subject] Investing outside Canada

Dear [First Name],

“There’s no place like home” may ring true when you’re away on a business trip. But when it comes to your portfolio, it may be holding you back from your financial goals.

You’re like most Canadians in that a majority of your investments are Canada-based. This “home bias” makes it very difficult to properly diversify your portfolio. Ultimately, that means less protection when the markets take a downward turn, and less upside when they’re doing well.

Let’s meet sometime soon to discuss the possibility of adding some non-Canadian investments. Call me at [phone number] and we’ll arrange a time.

Sincerely,

[First name] [Last name]
[Official title]

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